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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

483 hedge funds and large institutions have $3.32B invested in Schwab U.S Small- Cap ETF in 2018 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 247 increasing their positions, 110 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+41
Holders Change %
+9.28%
% of All Funds
11.07%
Holding in Top 10
58
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+11.54%
% of All Funds
1.33%
New
62
Increased
247
Reduced
110
Closed
17
Calls
$853K
Puts
$500K
Net Calls
+$353K
Net Calls Change
-$145K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$61.9M
2
FMP
Financial Management Professionals
Texas
+$36.2M
3
Ameriprise
Ameriprise
Minnesota
+$26.7M
4
PCA
Personal Capital Advisors
California
+$20.7M
5
FSA
Financial Services Advisory
Maryland
+$11M

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
-$10.3M
2
BWL
Bogart Wealth LLC
Virginia
-$9.84M
3
TP
Truvvo Partners
New York
-$6.69M
4
QI
QS Investors
New York
-$3.43M
5
DWM
Destination Wealth Management
California
-$3.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIC
351
Clifford Swan Investment Counsel
California
$289K +$289K +15,736 New
HCM
352
Hengehold Capital Management
Ohio
$287K +$7.5K +408 +3%
SAM
353
Sawgrass Asset Management
Florida
$283K – – –
Deutsche Bank
354
Deutsche Bank
Germany
$282K +$238K +12,944 +539%
CCM
355
Carlson Capital Management
Minnesota
$275K – – –
CA
356
Continuum Advisory
Idaho
$275K +$4.77K +260 +2%
CG
357
Colony Group
Massachusetts
$266K +$49.7K +2,708 +23%
LFG
358
Larson Financial Group
Missouri
$265K -$27.2K -1,480 -9%
HWA
359
Heritage Way Advisors
Illinois
$264K -$9.99K -544 -4%
MWM
360
Marietta Wealth Management
Georgia
$263K +$263K +14,308 New
FWCM
361
Ferguson Wellman Capital Management
Oregon
$261K – – –
CAM
362
Cubic Asset Management
Massachusetts
$259K -$16.5K -900 -6%
CIR
363
Clear Investment Research
Georgia
$255K – – –
ODCM
364
Old Dominion Capital Management
Virginia
$254K +$254K +13,836 New
PA
365
PFG Advisors
Arizona
$252K +$252K +13,688 New
ACM
366
AlphaStar Capital Management
North Carolina
$249K +$249K +13,548 New
SP
367
Successful Portfolios
Florida
$249K +$249K +13,548 New
LWAC
368
Laurel Wealth Advisors (California)
California
$248K -$95.7K -5,208 -28%
CF
369
Centaurus Financial
California
$248K +$20K +1,088 +9%
IWM
370
IHT Wealth Management
Illinois
$248K +$171K +9,312 +222%
NEGWA
371
New England Guild Wealth Advisors
Connecticut
$244K +$1.47K +80 +0.6%
AFA
372
Arlington Financial Advisors
California
$243K +$243K +13,000 New
Carson Wealth (CWM LLC)
373
Carson Wealth (CWM LLC)
Nebraska
$241K +$26.7K +1,456 +12%
DT
374
Diversified Trust
Tennessee
$239K – – –
DIA
375
Davidson Investment Advisors
Montana
$238K -$81.4K -4,420 -25%
13 14
15
16 17